How To Manage Your Business Accounts Without Your Accountant
“Account” can mean more than one thing in QuickBooks Online. Here’s a look at its multiple concepts. Until you started doing your company’s accounting, the word “account” probably meant a checking or savings account at a bank or your identifying information at a place like a brokerage. In QuickBooks Online, “account” can mean the same…
Working with Downloaded Transactions in QuickBooks Online
Downloading transactions into QBO is the easy part. You still have work to do once they’re on board. Its ability to download financial transactions is one of the five best things about QuickBooks Online. Without it, you’d spend a lot of time on tedious data entry, verifying which checks and deposits had cleared and entering…
How To Set Up Budgets in QuickBooks Online
Watch the Video on Our Youtube Channel. Precise MGMT QuickBooks Minute – How To Set Up Budgets in QuickBooks Online Download Checklist – How to Set Up Budgets in QuickBooks
Converting from Quickbooks Desktop to Quickbooks Online
Download PDF Checklist Pre-Conversion Create a new QuickBooks Online subscription QuickBooks Online Accountant > Quick Create > Client Follow prompts Choose subscription & who will pay the subscription fees Sign out of QuickBooks Online Accountant Confirm QuickBooks Desktop file will convert: Open desktop file and run some utilities File > Utilities > Verify Data File…
See More Profit. Document Your Sales Transactions The Right Way With QuickBooks Online.
Your first transaction in QuickBooks Online was probably an invoice. But there are many others that you’ll want to know how to use. You probably process more invoices than any other kind of sales transaction in QuickBooks Online. And it’s usually with a great deal of satisfaction that you create these forms since it means…
QuickBooks Online | What Is a Vendor Credit, and How Do You Record One?
Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online. When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you…
New to QuickBooks Online?
Switching from QuickBooks desktop or starting fresh with QuickBooks Online? Here’s a quick overview of its home page. Whether or not you’ve ever used accounting software, we think you’ll like using QuickBooks Online. It was designed for small businesses who have little or no accounting experience, and its user interface and navigation should be familiar…
8 Sales Transactions in QuickBooks Online (QuickBooks Tip of the Month)
Sales Transactions in QuickBooks Online: An Overview Your first transaction in QuickBooks Online was probably an invoice. But there are many others that you’ll want to know how to use. You probably process more invoices than any other kind of sales transaction in QuickBooks Online. And it’s usually with a great deal of…
How to Choose a Bookkeeper For Your Business (Small Business Guide)
Bookkeeping Experience The gold standard of experience is when bookkeepers are currently serving other clients with businesses similar to yours. They will have seen lots of financial statements and they will just “know” when something doesn’t look right because they have developed their intuition over time. For you this means more accurate records,…